Journey Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Journey Advisory Group’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$806K	Sell	3,787 -172	-4%	-$35.2K	0.06%	174
2026 Q1	$760K	Sell	3,959 -88	-2%	-$17.4K	0.06%	159
2025 Q4	$775K	Sell	4,047 -230	-5%	-$43.7K	0.07%	166
2025 Q3	$811K	Sell	4,277 -190	-4%	-$35.4K	0.06%	164
2025 Q2	$812K	Sell	4,467 -47	-1%	-$8.11K	0.06%	174
2025 Q1	$782K	Sell	4,514 -760	-14%	-$135K	0.06%	168
2024 Q4	$866K	Hold	5,274	–	–	0.1%	120
2024 Q3	$866K	Hold	5,274	–	–	0.1%	120
2024 Q2	$866K	Sell	5,274 -650	-11%	-$107K	0.1%	120
2024 Q1	$1M	Sell	5,924 -49	-0.8%	-$7.87K	0.12%	116
2023 Q4	$943K	Sell	5,973 -552	-8%	-$80.2K	0.13%	111
2023 Q3	$924K	Sell	6,525 -50	-0.8%	-$7.47K	0.14%	112
2023 Q2	$984K	Sell	6,575 -3,912	-37%	-$564K	0.15%	113
2023 Q1	$1.52M	Sell	10,487 -5,256	-33%	-$770K	0.24%	96
2022 Q4	$2.22M	Sell	15,743 -1,608	-9%	-$225K	0.55%	53
2022 Q3	$2.21M	Sell	17,351 -330	-2%	-$46.5K	0.56%	47
2022 Q2	$2.57M	Buy	17,681 +2,265	+15%	+$331K	0.59%	42
2022 Q1	$2.43M	Sell	15,416 -1,903	-11%	-$297K	0.62%	40
2021 Q4	$2.82M	Sell	17,319 -2,457	-12%	-$388K	0.78%	31
2021 Q3	$2.96M	Sell	19,776 -1,395	-7%	-$214K	0.96%	27
2021 Q2	$3.19M	Sell	21,171 -2,058	-9%	-$306K	1.01%	27
2021 Q1	$3.29M	Sell	23,229 -2,407	-9%	-$325K	1.15%	21
2020 Q4	$3.27M	Buy	+25,636	New	+$3.05M	1.22%	20

Other funds holding RSP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Journey Advisory Group's RSP Position: Q2 2026 in Review

Journey Advisory Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.3% in Q2 2026, selling an estimated $35.2K and leaving 3,787 shares worth $806K. The position accounts for 0.06% of the portfolio, ranked #174.

Journey Advisory Group first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.29M in Q1 2021. 1,787 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Journey Advisory Group held 3,787 shares of Invesco S&P 500 Equal Weight ETF worth $806K as of Q2 2026.
Journey Advisory Group sold 172 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $35.2K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of Journey Advisory Group's portfolio in Q2 2026, its #174 holding.
Journey Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
Journey Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $3.29M in Q1 2021.
1,787 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.